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‘A great accomplishment shouldn’t be the end of the road, just the starting point for the next leap forward.’ ~ Harvey Mackay How much better can you be? Where do you see yourself in five years? What changes can you make right now that will propel you forward? Just a few thought provoking questions […]

Wahooo, a lousy, volatile and crazy market! Alas, the Bull Run has yawned and 2016 has presented us with a volatile roller-coaster ride that is proving to be unnerving to millions of investors around the globe. I say Hooray!! No, I’m not a masochist or a pessimist, but I am an optimistic opportunist. […]

http://www.iris.xyz/development/art-gaining-referrals-clients There’s an ocean of new business out there this year! Are you “fishing where the fish are”? Mark Magnacca is one of my all-time favorite best-selling authors in the financial services and sales industries. One of the key points he’s made in his books and seminars, is the importance of fishing where the fish […]

Wow, another year has flown by! I hope you had a successful year, gained more clients, made the time to get to know your existing clients even better and had more fun. This is the time of the year to make sure you reach out by phone or in person to your clients and wish […]

I’m a firm believer that we can’t motivate people to take action or make changes in their life, behavior or attitude. But we can inspire them to change by sharing stories and examples of others that faced similar challenges and explain how they overcame the challenges or changes in their life. Each year, thousands of […]

What an incredibly busy year this has been! I’ve been giving numerous keynote presentations about marketing and branding, hosting Firewalks to teach people how to stretch their comfort zone and overcome fears and we published a new book in February. I’ve also joined Ryan Shanks at Finetooth Consulting. We help financial advisors find a “match” […]